Sunday, May 05, 2019
Credit Suisse on Automotive CIS Market
Credit Suisse report "Asia Semiconductor Sector" dated by April 18, 2019 shows the market data for automotive CIS. It's not clear why Credit Suisse analysts count Toshiba as a separate entity in 2017, while Sony has acquired Toshiba image sensor business in 2015:
"why Credit Suisse analysts count Toshiba as a separate entity in 2017" Automotive business is keen on reliable deliveries of product with long life time. When the Toshiba "operation" was sold to Sony, probably the deal did not include the business itself but did include to continue making these chips for Toshiba, which is a very typical contract when selling a foundry. This is the reason why it still accounts as a Toshiba business. The main beneficiary of those image sensor is probably Denso who since then negociated a deal with Sony for the future products, probably only starting end of 2019. Toshiba remains a major player for the Vision Processors https://toshiba.semicon-storage.com/eu/company/news/2019/01/automotive-20190107-1.html. Pierre CAMBOU - Yole Développement
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